Gratuit avec l’offre d'essai
Écouter avec l’offre
-
A Matter of Time
- Principles, Myths & Methods for the Hourly Financial Advisor
- Lu par : Mark Berg, Matthew Jackson
- Durée : 2 h et 52 min
Impossible d'ajouter des articles
Échec de l’élimination de la liste d'envies.
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
2,95 €/mois pendant 3 mois
A Matter of Time
Acheter pour 6,24 €
Aucun moyen de paiement n'est renseigné par défaut.
Désolés ! Le mode de paiement sélectionné n'est pas autorisé pour cette vente.
Vous êtes membre Amazon Prime ?
Bénéficiez automatiquement de 2 livres audio offerts.Bonne écoute !
Description
Don't just build a practice. Help build a new profession.
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice. With the templates and tools in this book, you can reap the full benefits that it has to offer. Written for established and aspiring hourly financial planners alike, A Matter of Time lays out the challenges that lie in the path of the hourly practitioner, which often result from the tacit acceptance of many myths that surround the model. Drawing on insights acquired over 20 years of running and growing an award-winning hourly firm, the authors address these myths and show how the most common pitfalls can be avoided.
With practical illustrations, you'll learn how to:
- Price, position, and deliver hourly advice
- Segment your client base and prospect for an entirely new clientele
- Develop a relationship-based approach and avoid a "transactional" mindset
- Harness the potential of time-tracking to create a stable foundation for growth
A new type of firm - and a new potential audience for financial advice - is awaiting the financial planning profession. You now have the road map. Getting there is only a matter of time.
PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.